津上機床中國(01651.HK)冀下半財年海外需求反彈
津上機床中國(01651.HK)截至9月底止2021上半財年海外收入佔比達16.7%,按年下降近7%。副總裁李澤群解釋,海外市場佔比正常水平為約三成,期內受疫情影響,透過母企銷售至海外的訂單大大減少,但相信隨著日本及歐美疫情好轉,下半財年需求將反彈,價格壓力亦會減輕。
主要業務機床銷售方面,他指出,海外機床市場較成熟,預期國內市場未來仍有相當大的發展空間,長遠而言國內銷售佔比可提升至80%以上。
期內集團汽車行業銷售貢獻達23.7%,較2020下半財年下降近12個百分點。他提到,8月起訂單已恢復增長,9月份公司汽車業務銷售額達8,000萬元人民幣,佔總收入比重回升至約40%。他預期,內地汽車行業正在穩步復甦,加上政策支持新能源汽車銷售,料下半財年業務貢獻會有所提升。
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